Training - Recommended Salesforce Trailhead Trails
We strongly recommend the Admin Beginner and Administer Nonprofit Success Pack training for anyone using the Change Machine Salesforce App. We also recommend Admin Intermediate and Admin Advanced training for Program Managers and/or Salesforce Admins using the Change Machine Salesforce App. Optional training on the Nonprofit Success Pack and other Salesforce integrations is recommended for programs desiring to customize the platform to meet specific data management needs.
Salesforce Admin Training
- Admin Beginner - Highlighted Modules: Data Modeling, Lightning Experience Customization, Reports and Dashboards for Lightning Experience
- Admin Intermediate - Highlighted Module: Picklist Administration
- Admin Advanced - Highlighted Module: Advanced Formulas
- Learn Admin Essentials in Lightning Experience - Highlighted Modules: Prepare Your Salesforce Org for Users, Customize a Salesforce Object, Import and Export with Data Management Tools
Salesforce Nonprofit Success Pack Training
- Administer Nonprofit Success Pack - Highlighted Module: Nonprofit Success Pack Administration Basics
- Manage Programs with Nonprofit Cloud - Highlighted Modules: Nonprofit Program Management with Salesforce, Nonprofit Program Management Reports and Dashboards
- Engage Constituents with Nonprofit Cloud
Other Salesforce Training
Help - Commonly Used Salesforce Help Articles
The articles below will help Program Managers and other Salesforce Admins to execute common functions in Salesforce.